|Address:||6 Condon Avenue, Pierre van Ryneveld. Centurion. and 18 Satara Road, Somerset West|
I have been in the Financial Planning Industry as an advisor since 1985. During 1990 I started my own practice as an Independent Financial Advisor. I have studied extensively, and
I hold the designation of CERTIFIED FINANCIAL PLANNER® Professional. My highest qualification is an Advanced Post Graduate Diploma in Financial Planning NQF level 8 from the University of the Free State.
The fact that I am independent, not affiliated to any specific company makes me an advisor that only looks after your interests. I am as Independent and Objective as can be and I only consider your needs.
I am a Independent Financial Planner not affiliated to any company specifically.
I offer comprehensive financial planning and investment management services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of my clients. I am here to help you live by design, not by default.
Done right, financial planning is about more than just money. It’s about creating clarity, freedom and connection – and those things are free. My ethos is deeply rooted in empathy, kindness, authenticity, honesty and integrity. My aim is to serve as an integral advocate and partner to help my clients live the very best possible versions of their lives.
I am also a Financial Coach who helps my clients with the basics of money management. I work with clients who may have a bad relationship with money or who have other obstacles keeping them from managing their finances well. My goal is to help my clients develop healthy money habits that will last.
For those who are ready, I am here to help clear your path forward, and then walk with you every step of the way. If building a relationship with a financial advisor based on honesty and transparency sounds like your kind of thing, then I’d love to chat to you.